Considering the 100’s of RIA firms that exist in the U.S., it is exciting to be named on this list. Our client’s trust in White Oaks is invaluable to our 30 years of success and continued growth.
Minneapolis, MN (PRWEB) July 22, 2016
White Oaks Wealth Advisors Inc. is pleased to announce their listing in Financial Advisor Magazine’s 2016 RIA Survey and Ranking. The list recognizes top independent RIA firms from across the U.S. To be eligible for this ranking, firms must be independent RIAs, provide financial planning and related services to clients, file their own ADV statement with the SEC, and have at least $50 million in assets under management as of December 31, 2015. Please click here to view the survey and ranking.
Sharon Bloodworth, Partner and President of White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. comments, “Considering the 100’s of RIA firms that exist in the U.S., it is exciting to be named on this list. Our client’s trust in White Oaks is invaluable to our 30 years of success and continued growth.”
White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, “Top Dog's” by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.